Account Opening
2 weeks ago
Company Description: Founded in 2007 is a professionally-managed and one of India's well-reputed. SEBI registered, Portfolio Management Services.
Job Title: Deputy Manager
- Client Servicing
Industry: Financial Services
Location: Bandra Kurla Complex, Mumbai
**Job Description**:
- Account opening and form filling process for all new Mumbai client accounts
- Resolution of discrepancies in new account opening for in co-ordination with Client/Custodian/RMS
- Client modifications to be made accurately on Wealth Spectrum with Custodians
- Cultivating solid relationships with clients as a reliable point of contact and by providing exceptional after-sales service
- Ensuring a positive onboarding experience for new clients
- Ensure statutory compliances with respect to all customer servicing related activities
**Profile**:
- You have an experience of 2-5 years with Premier Banks/ Wealth Managers/ Portfolio Managers, after graduation or post graduation
- Excellent command of English& Hindi language
- You are Client Centric & Long-Term oriented
**Salary**: ₹20,000.00 - ₹30,000.00 per month
Schedule:
- Day shift
**Education**:
- Bachelor's (preferred)
**Experience**:
- Account opening & KYC: 2 years (preferred)
- total work: 2 years (preferred)
**Language**:
- English (preferred)
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